Capital Flow Monitor · Sponsors · CIK 1883006

Private Wealth Asset Management, LLC

1100 CAPITOL AVENUE, OMAHA, NE, 68102 · 402-227-4208

Other Banking and Financial Services · Limited Liability Company· inc. DELAWARE true 2021

Fit score

—

Offering

$5.7M

Sold

$5.7M

% sold

100.0%

Investors

18

Min investment

$250K

Exemption

506(b)

Filing history

FiledFormRuleOfferingSold% soldInvestors
2026-08-21 D ·current 506(b) $5.7M $5.7M 100.0% 18 EDGAR ↗

Related persons

Executive officers, directors and promoters, as filed. Other raises are matched by exact name and show amount sold as last reported.

  • Kimberly Cappellano — Executive Officer, Omaha, NE
  • Wendy Brekken — Executive Officer, Omaha, NE

Placement agents

  • No sales compensation reported — direct raise.

Source: SEC EDGAR Form D. Self-reported by the issuer. Not investment advice.